Launching Conga Conductor runs your Conga Composer solution (designated by the Conductor formula field referenced in your Conductor solution) for the records included in your batch.
To launch Conga Conductor:
- You can launch Conga Conductor using either of these methods:
Launch Conga Conductor from a Conductor Record. If you use the Conga Conductor record, click the Launch button on the Conga Conductor record to run the batch of records included in the specified Report or query.
This Launch button uses Salesforce OAuth (open authorization session identification) instead of a Salesforce Session ID. If you cannot use OAuth, edit the Conga Conductor page layout to remove this Launch button and replace it with the other Launch button (also called “Launch”) which uses a Session ID instead.
- Launch Conga Conductor from a List View Button
If you use a Conductor List View button, use the checkboxes in the List View to select the records for your batch on an ad hoc basis and then click your Conductor List View button.
The Conga Conductor dialog box appears, displaying the details of the Conductor solution.
: Lists how many master object records are included in the batch you’re about to run.
for your information or heads up – Conductor informs you of this because the nature of running a batch of records with Conga Conductor will consume more API requests than running one record at a time (as is the case with Conga Composer).: Informs you of how many API requests have been used in your Salesforce instance. Think of this as a
QMode parameter.: Describes how the files generated from the batch process will be delivered. The output mode is determined by the
: If the merged output files are configured to be output as PDF and the Output Mode is set to download the output files, you can enable this checkbox to consolidate the merged output PDF files into one single PDF file (otherwise, the merged output files are in a .zip file when the Output Mode is download).
: Displays the progress of the batch (after the Start button is clicked).
: Begins the Conga Conductor batch process.
: Closes the Conga Conductor dialog box.
: This drop-down allows you to navigate to Conga Conductor Setup or will provide a Debug URL (only necessary when troubleshooting).
Clickto run the batch. The progress bar displays the current status of your batch.
If you have configured Conductor to download your files, clickto download your .zip or PDF file.
The PDF is generated if you have enabled the Consolidate option before starting the batch; otherwise a .zip file results.
Other output mode configurations send email or eSignature or attach the merged output files.
A few more details about launching Conga Conductor:
Depending on the number of requests already queued for processing, it may take several minutes after clicking the Start button before processing begins on your requests.
If errors occur, you are redirected to the Conductor Dashboard to view details of the errors.
If you’re planning to download the merged output files and they’re all PDFs, you may consolidate each individual PDF into one single PDF file by enabling the checkbox value for the field, Consolidated PDF Output File, on the Conga Conductor record (requires version 8.13 or above).